Cumberland Advisors Week in Review (June 29, 2020 – July 02, 2020)

Author: Cumberland Advisors, Post Date: July 4, 2020

The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.

Week In Review

These are not revised assessments, and circumstances may have changed in the market from the time of original publication. We also include older commentaries that our editors have determined may be of interest to our audience. Your feedback is always welcome.


As part of Cumberland Advisors’ continuous effort to maintain strong customer relationships, we offer this week’s short video discussing current market conditions and how we are positioning portfolios.

Dear Clients & Friends,

Thank you for joining Cumberland Advisors for this end-of-week update on market conditions, bonds & equities with Matt McAleer, and John Moussea, CFA.

This week:
Matt McAleer on ETFs & Equities
This week: Matt McAleer on ETFs & Equities -Good bid all week in Health Care and Tech sectors -Our addition of Basic Materials to U.S. portfolios -Taking advantage of global monetary easing -Stay flexible and remain diligent
John Mousseau’s Update on the Fixed Income Market
-Keeping great job numbers in perspective -Bond market quiet this week -Muni yields have returned to February levels -See yields gradually rising into the end of the year as outlook improves
Keep in mind markets are closed on July 3rd.
Please reach out with any questions/comments you may have about this update; we appreciate your calls, comments, and emails. Watch in the player above or at this link:


-Matt McAleer

Matt enjoys your feedback. You can reach him at:
-Link to Matt’s Email:
-Link to Matt’s Twitter:
-Link to Matt’s LinkedIn:
-Call Matt: (800) 257-7013

Other questions or comments? Email us at or give us a call at (800) 257-7013.

Contact Matt or any one of our advisors by following this link:

Cumberland Advisors Market Commentary

Cumberland Advisors Market Commentary offers insights and analysis on upcoming, important economic issues that potentially impact global financial markets. Our team shares their thinking on global economic developments, market news and other factors that often influence investment opportunities and strategies. Our readers appreciate its timeliness, depth of analysis, and quality of research.

To read current and past commentaries, visit

America’s Birthday

Author: David R. Kotok, Post Date: July 4, 2020
Happy Birthday America We celebrate America’s birthdate on July 4. For the great document declaring our independence to become a new kind of nation, we say “thank you” to Thomas Jefferson, author, and Benjamin Franklin, editorial consultant. During a seminar years ago at the National Constitution Center in Philadelphia, I was fortunate enough to participate in a lengthy […]

COVID-19, Opening Up Business and Facing Facts

Author: David R. Kotok, Post Date: July 2, 2020

Market Commentary - Cumberland Advisors - COVID-19, Opening Up Business & Facing Facts

In January 1944, General Eisenhower’s headquarters sent a top secret message to the US military’s weather planning service. It said something like, “We need your long-range weather forecast for June 1–10, 1944, for the coastal regions of Normandy.” The weather service […]

The Muni Selloff That Was

Author: John R. Mousseau, CFA, Post Date: July 1, 2020

As we come to the end of the second quarter of 2020, the pandemic is still with us, with cases are rising in the South and the West in a resurgence of the virus, amid further issues involving social […]

 More on Politics and Markets

Author: David R. Kotok, Post Date: June 30, 2020

In this 2020 political year, the issues, including COVID-19 and the Black Lives Matter protests, have political forecasts about as complex and difficult as anyone can imagine. An intensely divided country only adds to the complexity. Current polling notwithstanding, we still […]

 A Fish Story

Author: David R. Kotok, Post Date: June 29, 2020

Market Commentary - Cumberland Advisors - A Fish Story

“That is the biggest one I’ve ever seen,” said Ray Sockabasin. I agreed. We had finally gotten the large fish into the net and were holding him next to the canoe but keeping him in the water. “I wonder what it weighs?” Ray’s scale […]

South Korea vs. Brazil: Smart Policies and Practices Save Lives

Author: William Witherell, Ph.D., Post Date: June 26, 2020

Bill Witherell, Ph.D. Chief Global Economist & Portfolio Manager Email | Bio There are sharp differences in the way countries have responded to the global pandemic caused by the COVID-19 virus. A comparison of the recent experiences of South Korea, widely recognized as having the best organized COVID-19 defense, and Brazil, a strong contender for [Continued…]

Forrest Gump Responses

Author: David R. Kotok, Post Date: June 25, 2020

We’ve been compiling responses to our commentary on Forrest Gump’s advice. For those who missed it, here’s the link: Now some quotes from readers. Bruce wrote: “Thanks for your Forrest Gump moment. Your most revealing sentence in all of this missive is ‘people are now required to take full responsibility for their own personal […]

2020-07-03 Bloomberg Radio Interview with David R. Kotok

David Kotok on Volatile Markets (Radio)

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Cumberland Advisors Market Commentaries offer insights and analysis on upcoming, important economic issues that potentially impact global financial markets. Our team shares their thinking on global economic developments, market news and other factors that often influence investment opportunities and strategies.

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